Lpl Financial Stock Analysis

LPLA
 Stock
  

USD 186.35  5.09  2.66%   

The current indifference towards the small price fluctuations of Lpl Financial Holdings may encourage investors to take a closer look at the firm as it is trading at a share price of 186.35 on 348,923 in trading volume. The company executives did not add any value to Lpl Financial Holdings investors in May. However, most investors can still diversify their portfolios with Lpl Financial Holdings to hedge their inherited risk against high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.94. The current volatility is consistent with the ongoing market swings in May 2022 as well as with Lpl Financial Holdings unsystematic, company-specific events.
Additionally, see Stocks Correlation.
  
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The Lpl Financial stock analysis report makes it easy to digest most publicly released information about Lpl Financial and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Lpl Financial Stock analysis module also helps to analyze the Lpl Financial price relationship with some important fundamental indicators such as market cap and management efficiency.

Lpl Financial Stock Analysis Notes

About 99.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.86. Lpl Financial Holdings recorded earning per share (EPS) of 5.68. The entity next dividend is scheduled to be issued on the 14th of March 2022. LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California. Lpl Financial operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 6051000 people. To find out more about Lpl Financial Holdings contact Mark Casady at 800 877-7210 or learn more at www.lpl.com.

Lpl Financial Quarterly Cost of Revenue

1.4 Billion

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Lpl Financial Holdings Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Lpl Financial's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Lpl Financial Holdings or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Over 99.0% of the company shares are owned by institutional investors
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Lpl Financial Holdings Upcoming and Recent Events

Earnings reports are used by Lpl Financial to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Lpl Financial previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report3rd of February 2022
Next Financial Report5th of May 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End3rd of February 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

Lpl Financial Largest EPS Surprises

Earnings surprises can significantly impact Lpl Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2012-07-31
2012-06-300.560.49-0.0712 
2017-07-27
2017-06-300.65590.740.084112 
2013-04-25
2013-03-310.550.640.0916 
View All Earnings Estimates

Lpl Financial SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Lpl Financial prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Lpl Financial investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Lpl Financial Holdings specific information freely available to individual and institutional investors to make a timely investment decision.
14th of June 2022
Regulation FD Disclosure
View
18th of May 2022
Other Events. Submission of Matters to a Vote of Security Holders
View
28th of April 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
23rd of February 2022
Financial Statements and Exhibits. Amendments to Articles of Incorporation or Bylaws; and/or Change in Fiscal Year
View
11th of February 2022
Unclassified Corporate Event
View
10th of February 2022
Unclassified Corporate Event
View
4th of February 2022
Unclassified Corporate Event
View
3rd of February 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View

Lpl Financial Market Capitalization

The company currently falls under 'Large-Cap' category with current market capitalization of 15.34 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Lpl Financial's market, we take the total number of its shares issued and multiply it by Lpl Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Lpl Financial Profitablity

Lpl Financial's profitability indicators refer to fundamental financial ratios that showcase Lpl Financial's ability to generate income relative to its revenue or operating costs. If, let's say, Lpl Financial is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Lpl Financial's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Lpl Financial's profitability requires more research than a typical breakdown of Lpl Financial's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 5.74 %, which can signify that it executes well on its competitive strategies and has good control over its expenditures. This is normal as compared to the sector avarege. Similarly, it shows Operating Margin (OM) of 12.64 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.13.
Last ReportedProjected for 2022
Return on Investment 17.10  15.08 
Return on Average Assets 0.06  0.07 
Return on Average Equity 0.29  0.31 
Return on Invested Capital 0.11  0.13 
Return on Sales 0.09  0.11 

Management Efficiency

The entity has return on total asset (ROA) of 6.82 % which means that it generated profit of $6.82 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 29.28 %, meaning that it created $29.28 on every $100 dollars invested by stockholders. Lpl Financial management efficiency ratios could be used to measure how well lpl financial holdings manages its routine affairs as well as how well it operates its assets and liabilities. Lpl Financial Return on Average Assets are projected to increase slightly based on the last few years of reporting. The past year's Return on Average Assets were at 0.06. The current year Return on Average Equity is expected to grow to 0.31, whereas Return on Investment is forecasted to decline to 15.08. Lpl Financial Current Assets are projected to increase significantly based on the last few years of reporting. The past year's Current Assets were at 4.3 Billion. The current year Goodwill and Intangible Assets is expected to grow to about 2.2 B, whereas Total Assets are forecasted to decline to about 7.2 B.
Last ReportedProjected for 2022
Book Value per Share 20.88  17.91 
Enterprise Value over EBIT 20.00  18.00 
Enterprise Value over EBITDA 14.87  13.72 
Price to Book Value 7.68  6.97 
Tangible Assets Book Value per Share 73.67  60.06 
Enterprise Value13.9 B11.1 B
Tangible Asset Value5.9 BB

Technical Drivers

As of the 29th of June, Lpl Financial secures the Risk Adjusted Performance of 0.0383, mean deviation of 2.2, and Downside Deviation of 3.21. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Lpl Financial Holdings, as well as the relationship between them. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of past prices, or the prices will eventually revert. We were able to break down and interpolate nineteen technical drivers for Lpl Financial, which can be compared to its peers in the industry. Please verify Lpl Financial Holdings maximum drawdown, and the relationship between the information ratio and downside variance to decide if Lpl Financial Holdings is priced some-what accurately, providing market reflects its recent price of 186.35 per share. Given that Lpl Financial Holdings has jensen alpha of 0.3013, we recommend you to check Lpl Financial's last-minute market performance to make sure the company can sustain itself at a future point.

Lpl Financial Holdings Price Movement Analysis

The output start index for this execution was thirty-two with a total number of output elements of twenty-nine. The MESA Adaptive Moving Average indicator adapts to Lpl Financial Holdings price movement based on the rate change of phase as measured by the Hilbert Transform Discriminator.
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Lpl Financial Holdings Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Lpl Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Lpl Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Lpl Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Michelle Oroschakoff over a month ago via Macroaxis 
Exercise or conversion by Michelle Oroschakoff of 12744 shares of Lpl Financial subject to Rule 16b-3
Sallie Larsen over a month ago via Macroaxis 
Exercise or conversion by Sallie Larsen of 15815 shares of Lpl Financial subject to Rule 16b-3
Sethi Kabir over a month ago via Macroaxis 
Acquisition by Sethi Kabir of 12108 shares of Lpl Financial subject to Rule 16b-3
Richard Schifter over three months ago via Macroaxis 
Acquisition by Richard Schifter of tradable shares of Lpl Financial subject to Rule 16b-3
William Glavin over three months ago via Macroaxis 
Purchase by William Glavin of 260 shares of Lpl Financial
Michelle Oroschakoff over three months ago via Macroaxis 
Exercise or conversion by Michelle Oroschakoff of 20000 shares of Lpl Financial subject to Rule 16b-3
Fandrey Edward over six months ago via Macroaxis 
Payment of 1755 shares by Fandrey Edward of Lpl Financial subject to Rule 16b-3
Richard Steinmeier over six months ago via Macroaxis 
Payment of 3736 shares by Richard Steinmeier of Lpl Financial subject to Rule 16b-3
Thomas Corey E over six months ago via Macroaxis 
Acquisition by Thomas Corey E of tradable shares of Lpl Financial subject to Rule 16b-3
Fandrey Edward over six months ago via Macroaxis 
Sale by Fandrey Edward of 1784 shares of Lpl Financial
Dan Arnold over six months ago via Macroaxis 
Bona fide gift to Dan Arnold of 23000 shares of Lpl Financial subject to Section 16
Michelle Oroschakoff over six months ago via Macroaxis 
Exercise or conversion by Michelle Oroschakoff of 4830 shares of Lpl Financial subject to Rule 16b-3

Lpl Financial Predictive Daily Indicators

Lpl Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Lpl Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Lpl Financial Forecast Models

Lpl Financial time-series forecasting models is one of many Lpl Financial's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Lpl Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Lpl Financial Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Lpl Financial stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Lpl Financial shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Lpl Financial. By using and applying Lpl Financial Stock analysis, traders can create a robust methodology for identifying Lpl Financial entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 9.14  8.82 
EBITDA Margin 0.12  0.14 
Gross Margin 0.32  0.36 
Profit Margin 0.06  0.07 
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California. Lpl Financial operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 6051000 people.

Current Lpl Financial Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Lpl Financial analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Lpl Financial analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
202.57Buy7Odds
Lpl Financial Holdings current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Lpl Financial analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Lpl Financial stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Lpl Financial Holdings, talking to its executives and customers, or listening to Lpl Financial conference calls.
Lpl Financial Analyst Advice Details

Lpl Financial Stock Analysis Indicators

Lpl Financial Holdings stock analysis indicators help investors evaluate how Lpl Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Lpl Financial shares will generate the highest return on investment. By understating and applying Lpl Financial stock analysis, traders can identify Lpl Financial position entry and exit signals to maximize returns.
Quick Ratio3.44
Trailing Annual Dividend Rate1.00
Fifty Two Week Low127.03
Revenue Growth21.00%
Payout Ratio17.61%
Average Daily Volume Last 10 Day809.12k
Shares Short Prior Month1.5M
Average Daily Volume In Three Month1.02M
Earnings Growth3.10%
Shares Percent Shares Out2.38%
Earnings Quarterly Growth3.20%
Gross Margins22.39%
Forward Price Earnings12.55
Short Percent Of Float2.66%
Float Shares79.41M
Fifty Two Week High220.80
Fifty Day Average189.52
Enterprise Value To Ebitda16.41
Two Hundred Day Average174.09
Enterprise Value To Revenue2.07
Trailing Annual Dividend Yield0.52%
Additionally, see Stocks Correlation. Note that the Lpl Financial Holdings information on this page should be used as a complementary analysis to other Lpl Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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When running Lpl Financial Holdings price analysis, check to measure Lpl Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lpl Financial is operating at the current time. Most of Lpl Financial's value examination focuses on studying past and present price action to predict the probability of Lpl Financial's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Lpl Financial's price. Additionally, you may evaluate how the addition of Lpl Financial to your portfolios can decrease your overall portfolio volatility.
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Is Lpl Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Lpl Financial. If investors know Lpl Financial will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Lpl Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.031
Market Capitalization
15.4 B
Quarterly Revenue Growth YOY
0.21
Return On Assets
0.0682
Return On Equity
0.29
The market value of Lpl Financial Holdings is measured differently than its book value, which is the value of Lpl Financial that is recorded on the company's balance sheet. Investors also form their own opinion of Lpl Financial's value that differs from its market value or its book value, called intrinsic value, which is Lpl Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Lpl Financial's market value can be influenced by many factors that don't directly affect Lpl Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Lpl Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine Lpl Financial value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lpl Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.